| 1 | LPL Financial LLC | $71.2M | 3.6M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $48.9M | 2.5M | Added |
| 3 | Integrated Wealth Concepts LLC | $13.0M | 650,358 | Added |
| 4 | Spartan Wealth Advisory Services LLC | $10.2M | 513,768 | New |
| 5 | Snowden Capital Advisors LLC | $9.6M | 483,811 | Added |
| 6 | Fifth Third Securities, Inc. | $9.6M | 481,302 | Added |
| 7 | Cetera Investment Advisers | $7.3M | 364,351 | Added |
| 8 | Sun Financial Inc | $5.3M | 245,950 | Added |
| 9 | OSAIC HOLDINGS, INC. | $4.9M | 248,032 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 225,028 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $4.0M | 199,613 | Added |
| 12 | Private Advisor Group, LLC | $4.0M | 199,029 | Trimmed |
| 13 | Sowell Financial Services LLC | $3.4M | 172,411 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 170,639 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $3.2M | 161,287 | Added |
| 16 | RiverTree Advisors, LLC | $3.1M | 154,916 | Added |
| 17 | STIFEL FINANCIAL CORP | $2.5M | 124,017 | Added |
| 18 | RFG Advisory, LLC | $2.4M | 121,423 | Added |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.4M | 119,448 | Added |
| 20 | Concurrent Investment Advisors, LLC | $2.3M | 117,021 | Added |
| 21 | FIRST TRUST ADVISORS LP | $1.9M | 93,637 | Added |
| 22 | Capital Investment Advisory Services, LLC | $1.8M | 90,462 | Added |
| 23 | Significant Wealth Partners LLC | $1.8M | 88,789 | New |
| 24 | D.A. DAVIDSON & CO. | $1.6M | 78,850 | Trimmed |
| 25 | Cornerstone Wealth Management, LLC | $1.5M | 77,186 | Added |